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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 99 | Other Fees | $32,658 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 49 | Other Services | $6,240 |
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $0 |
Filed as: THE ANGELL PENSION GROOUP, INC Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,685 | $89,282-51.1% | $94,672-53.9% | $74,473-41.3% |
| Participation rate | 54.4% | 82.4%-28.0pp | 80.8%-26.4pp | 70.7%-16.3pp |
| Annual return | 17.56% | 25.96%-8.4pp | 156.89%-139.3pp | 34.36%-16.8pp |
| Employer contribution / active EE | $2,055 | $3,022-32.0% | $3,673-44.0% | $2,638-22.1% |
| Participant deferral / active EE | $4,211 | $8,425-50.0% | $7,417-43.2% | $4,530-7.0% |
| Admin fee / account holder | $52 | $219-76.2% | $7,222-99.3% | $347-85.0% |